+7,212.2%
CB vs LUV
+1,080.4%
+6,131.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.5% | +1.5% |
| 7D | +0.7% | +6.6% | -5.9% | -1.0% |
| 30D | +8.2% | +11.2% | -3.0% | +5.1% |
| 3M | +6.3% | +3.6% | +2.6% | +4.9% |
| 6M | +16.2% | +13.1% | +3.0% | +11.2% |
| YTD | +19.3% | +13.6% | +5.8% | +12.3% |
| 1Y | +29.2% | +44.4% | -15.1% | +13.8% |
| 3Y | +71.4% | +113.2% | -41.8% | +29.0% |
| 5Y | +104.2% | +1.5% | +102.7% | +84.4% |
| 10Y | +246.7% | +20.2% | +226.5% | +183.1% |
| All | +7,212.2% | +1,080.4% | +6,131.9% | +3,008.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded LUV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling